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    David Lopes • New Street Research

    David Lopes's questions to IHS Holding Ltd (IHS) leadership

    David Lopes's questions to IHS Holding Ltd (IHS) leadership • Q2 2025

    Question

    David Lopes of New Street Research asked about the impact of the Nine Mobile and MTN roaming agreement in Nigeria, the status of cash upstreaming from Nigeria in H1, and the outlook for finance costs following recent debt repayments.

    Answer

    EVP & CFO Steve Howden stated the roaming agreement's impact is immaterial and included in guidance. He confirmed $158 million was upstreamed from Nigeria in H1, with the process continuing. He noted that repaying high-cost debt in Nigeria and Brazil lowered the blended interest rate to 8.3% and that the next focus is optimizing U.S. dollar debt.

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    David Lopes's questions to Liberty Latin America Ltd (LILA) leadership

    David Lopes's questions to Liberty Latin America Ltd (LILA) leadership • Q2 2025

    Question

    David Lopes asked for more color on the recent management changes in Puerto Rico and inquired about the initial customer reception and traction of the new 'Liberty Mix' mobile offer.

    Answer

    CEO Balan Nair detailed that the management changes were focused on three key areas: operations and processes, network and technology, and commercial go-to-market strategy. He stated that the new 'Liberty Mix' proposition, a result of the new commercial team, is showing positive early signs, with increased store traffic and a higher monthly recurring charge (MRC) on incoming plans, which is expected to help stabilize the top line in the second half of the year.

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